If I remember correctly, people who've been ordering them have been getting them despite the NOT IN STOCK notice..
Xoom Launch Fails....
- Thread starter onthebottom
- Start date
tried Skyfire but the experience is far from the same thing as having it rendered properly on the page (and quickly).
More sobering analysis:
Analyst: 15,000 to 120,000 Xooms sold. Motorola's survival at risk
Posted by Philip Elmer-DeWitt
April 25, 2011 2:09 PM
Rather than try to out-innovate Apple, he says, it should sue its Android competitors
Source: Global Equities Research
There's some pretty blunt language in the latest note to clients from Global Equities' Trip Chowdry, who may have been spending too much time talking to retailers and developers.
He estimates that Motorola (MOT) has sold somewhere between 15,000 and 120,000 Xoom tablets -- hardly a propitious start for a company he perceives as being on the ropes.
The successful launch of the iPhone on Verizon (VZ), he writes, has "taken the wind" out of Android's sails. The Google (GOOG) app store is "a disaster." Honeycomb, the operating system on which Motorola has hitched its wagon, is "incomplete," "unstable," has a "poor UI" and is basically "dead on arrival."
All in all, Motorola's "competitive fixation" on Apple (AAPL) and Research in Motion (RIMM) is misplaced. Rather than trying to innovate on software, Chowdry suggests, "selectively attacking with patents other Android phone OEM's is a better strategy."
In support of that depressing proposition, he posts the chart above, showing who has patent protection and who is ripe for "full attack."
http://tech.fortune.cnn.com/2011/04...120000-xooms-sold-motorolas-survival-at-risk/
Analyst: 15,000 to 120,000 Xooms sold. Motorola's survival at risk
Posted by Philip Elmer-DeWitt
April 25, 2011 2:09 PM
Rather than try to out-innovate Apple, he says, it should sue its Android competitors
Source: Global Equities Research
There's some pretty blunt language in the latest note to clients from Global Equities' Trip Chowdry, who may have been spending too much time talking to retailers and developers.
He estimates that Motorola (MOT) has sold somewhere between 15,000 and 120,000 Xoom tablets -- hardly a propitious start for a company he perceives as being on the ropes.
The successful launch of the iPhone on Verizon (VZ), he writes, has "taken the wind" out of Android's sails. The Google (GOOG) app store is "a disaster." Honeycomb, the operating system on which Motorola has hitched its wagon, is "incomplete," "unstable," has a "poor UI" and is basically "dead on arrival."
All in all, Motorola's "competitive fixation" on Apple (AAPL) and Research in Motion (RIMM) is misplaced. Rather than trying to innovate on software, Chowdry suggests, "selectively attacking with patents other Android phone OEM's is a better strategy."
In support of that depressing proposition, he posts the chart above, showing who has patent protection and who is ripe for "full attack."
http://tech.fortune.cnn.com/2011/04...120000-xooms-sold-motorolas-survival-at-risk/
This strong language that Trip is using to describe honeycomb leads me to believe that he is likely making this up. The response from people who actually use honeycomb has been extremely positive. Does it have issues or things that can be improved? Sure but overall it's extremely well done and those who use it will agree. It can hardly be described as dead on arrival, particularly when it's going to be on a whole bunch of different tablets within a few months. The app store is a disaster? Google doesn't have an app store, it has a market. If he used it he would know that. Not sure of his motives (he probably owns lots of apple stock) but I believe he's got his own agenda here.
Regarding sales, nobody ever expected the xoom to compare to ipad in sales.. are they poorer than expected? Probably. But the estimates were around 100,000 Verizon models sold before the wifi version came out. I know some online retailers in the US sold out of wifi xoom. Stores in Canada sold out of them and it's just been released in the UK. It's coming to Australia soon and I believe there's an at&t version on the way. So his estimate of 15,000 sold? That kind of makes his opinion as meaningful as the parrots.
Regarding sales, nobody ever expected the xoom to compare to ipad in sales.. are they poorer than expected? Probably. But the estimates were around 100,000 Verizon models sold before the wifi version came out. I know some online retailers in the US sold out of wifi xoom. Stores in Canada sold out of them and it's just been released in the UK. It's coming to Australia soon and I believe there's an at&t version on the way. So his estimate of 15,000 sold? That kind of makes his opinion as meaningful as the parrots.
Good question.. I've not looked at a feature by feature comparison of the two.. although doesn't hte xoom have 32gb and the asus 16gb?
LOL close but no cigar
Motorola Mobility ships 250,000 tablets, beats estimates
Motorola Mobility beat analyst estimates, saying it shipped over 250,000 tablets since the Xoom went on sale in February, as the company reported better-than-expected results today.
The Libertyville, Ill., company reported a first-quarter net loss of $81 million, or 27 cents a share, compared with a net loss of $212 million, or 72 cents a share, during the same period last year. Revenue grew 22 percent to $3.03 billion.
The company reported an adjusted net income loss of 8 cents a share. The analysts' consensus was for a loss of 11 cents a share on revenue of $2.84 billion.
Overall, the company shipped 9.3 million mobile devices, including 4.1 million smartphones and more than 250,000 Xoom tablets. That tablet number is being closely watched and beat analyst estimates that topped out at about 220,000 units.
That number, however, is far lower than market leader Apple, which sold about 1 million iPad 2 tablets in the first weekend of sales. But Motorola recognizes the challenge. "Consumers want more apps for Android tablets," said Sanjay Jha, chairman and chief executive officer of Motorola Mobility, in an earnings conference call this afternoon.
An analyst during the earnings conference call questioned Motorola about the sell through (the actual number of units sold) of the Xoom. A Motorola executive said he was "pleased" with the sell through and inventory levels.
Motorola split into two companies in January, with Motorola Mobility focusing on mobile devices and set-top
Did they ship them or did they sell through the channel (in other words is Best Buy stuck with them or did customers buy them)?LOL close but no cigar
Motorola Mobility ships 250,000 tablets, beats estimates
Motorola Mobility beat analyst estimates, saying it shipped over 250,000 tablets since the Xoom went on sale in February, as the company reported better-than-expected results today.
The Libertyville, Ill., company reported a first-quarter net loss of $81 million, or 27 cents a share, compared with a net loss of $212 million, or 72 cents a share, during the same period last year. Revenue grew 22 percent to $3.03 billion.
The company reported an adjusted net income loss of 8 cents a share. The analysts' consensus was for a loss of 11 cents a share on revenue of $2.84 billion.
Overall, the company shipped 9.3 million mobile devices, including 4.1 million smartphones and more than 250,000 Xoom tablets. That tablet number is being closely watched and beat analyst estimates that topped out at about 220,000 units.
That number, however, is far lower than market leader Apple, which sold about 1 million iPad 2 tablets in the first weekend of sales. But Motorola recognizes the challenge. "Consumers want more apps for Android tablets," said Sanjay Jha, chairman and chief executive officer of Motorola Mobility, in an earnings conference call this afternoon.
An analyst during the earnings conference call questioned Motorola about the sell through (the actual number of units sold) of the Xoom. A Motorola executive said he was "pleased" with the sell through and inventory levels.
Motorola split into two companies in January, with Motorola Mobility focusing on mobile devices and set-top
Yes the analyst estimate was off, still fairly pathetic numbers given it was launched over 2 months ago....
OTB
A month. Who fucking cares about the verizon model. Wifi model is what matters.
As I've said more than once, they are sold out up here (or were, maybe they are back in stock) and some online retailers sold out (amazon did) on release day so I'm pretty confident that those numbers are being translated into sales. I finally saw a xoom commercial on TV yesterday so hopefully motorola might actually let a person or two know it exists..
Who's talking about Verizon?
Here is another view:
RIM, Motorola post dismal figures for their iPhone, iPad competitors
By Daniel Eran Dilger
Published: 07:00 PM EST
RIM
Canada's Research In Motion issued a warning stating that its smartphone sales would hit the low end of its projected 13.5 to 14.5 million in unit sales this quarter.
In the third calendar quarter of 2008, Apple's chief executive Steve Jobs first announced that "Apple beat RIM" in quarterly sales, noting that "RIM is a good company that makes good products. And so it is surprising that after only fifteen months on the market that we could outsell them in any quarter."
The two companies' quarters end on different months, but Apple now regularly eclipses RIM in its quarterly smartphone sales. It appears that when RIM does announce its final figures for the most recent quarter, it will be substantially below Apple's 18.65 million iPhones sold in the first three months of 2011.
According to a report by Bloomberg, RIM's warning incited analyst Matt Thorton with Avian Securities to note "the sales on their existing devices must have fallen off a cliff," and that "they are getting hit by a combination of a stale portfolio and heated competition on devices."
Michael Walkley, an analyst at Canaccord Genuity, said RIM's forecast indicates that its high end smartphones like the BlackBerry Torch "have not sold so well."
In the conference with analysts, Jim Balsillie, RIM's co-chief executive officer, explained that "all things being equal, we would love to have these products earlier and not be having this call. Because it’s such a big upgrade, it takes longer.”
The company said RIM's new PlayBook tablet, aimed to compete against Apple's iPad, was selling 'in line with previous estimates,' and stated that the disasters in Japan had not had a significant impact on the company's supply chain.
Motorola phones
Motorola Mobility also reported results today, with its mobile devices group stating revenues up 30 percent to $2.1 billion, but with an operating loss of $89 million.
Motorola shipped 9.3 million mobile devices, a marginal 9.4 percent increase over the year ago quarter where it sold 8.5 million, but it converted a much larger percentage of its mobile device sales from simple feature phones to smartphones.
Sales of smartphones increased by 78.3 percent, from 2.3 million to 4.1 million, jumping from 27 percent of the company's mobile phone mix to 44 percent. Smartphones are not only more expensive but also generally far more profitable to sell.
Apple's smartphone mix is 100 percent of its mobile phones, and the company shows little sign of expanding into the larger but less profitable market for so-called "feature phones." Apple sold 18.65 million iPhones in the quarter, including a new expansion with Verizon Wireless that encroached directly upon Motorola's business.
Behind iPhone 4 and iPhone 3GS, Motorola's Droid X is the third most popular smartphone in the US; NPD reported earlier today that Apple's Verizon launch had caused Google's Android platform to lose ground for the first time in the US. It stated Android had lost three percentage points of share in the US since last winter while RIM had lost 5 and Apple had gained 9 points.
Motorola Xoom ships 250,000 boxes
In tablets sales Motorola reported shipments of 250,000 Xoom tablets, but like Samsung last fall, the company refused to elaborate on how many of those were actually bought by consumers.
The firm's chief financial officer Marc Rothman said only that Xoom sell through was "good," while noting that the new tablet didn't begin shipping until late February, halfway though the quarter.
A report on Motorola's earnings by Moconews said "the Xoom was widely viewed as the Android community’s best answer to the iPad when it was unveiled at CES in January, but response from consumers and reviewers once the device was out in the wild has been less than enthusiastic."
Apple shipped 4.69 million iPads in the first calendar quarter of 2011, but noted that its channel inventory had actually been depleted, indicating that sell through was about 5 million iPads.
The company's chief operations officer Tim Cook said that demand for the iPad was "staggering" and that the company is "heavily backlogged," although it plans to produce "a very large number of iPads" to meet demand over the next quarter.
I think there's a world of difference between shipping 250k models a month and 1 million. That's what OTB is referring to.
BTW, I played around with a Xoom finally. Honeycomb is a step in the right direction. Oddly enough, I prefer the Playbook OS over it.
Very curious to see what the Palm tablet will do. I'm a big fan of the Palm Pre phones. Always found WebOS to be the perfect marriage of iOS and Android. Great UI but more open and multitasking done right.
I'm aware of that, but nobody would expect the xoom to sell like the ipad. I don't understand why OTB is so obsessed with searching out competitors failures (or perceived failures) quite frankly. The numbers are better than "experts" predicted. It's not ipad numbers, but again nobody expected it to be.
You said 2 months. In the first month only the verizon model is sold. I believe that the verizon model is not signifacant to over all sales. I've been wanting a xoom from the moment they were announced and yet I would not have bought the verizon model just to get it earlier. I think that would also apply to a lot of people..
There's a bit of mud thrown from the resident Android camp, too. When someone sees their prized stallion constantly being trashed, sometimes unjustifiably so. The best response is to point out the grass isn't greener on the other side. I suspect that's OTB motive.
I'm actually shocked they've all been failures (at leasts to-date). Some of this is to tweek the Apple haters here, or the real idiots who have not figured out yet that the tablet market is very important. It is shocking to me that Google and the slew of HW partners they have can't compete with a product Apple has been shipping for a year, there are no apps, there is no sensible echo-system, the OS gets trashed in reviews..... Not only is Apple ahead they seem to be the only firm with a plan.... RIM's recent release was a joke, the Samsung tablet failed....
It's shocking.
That's all.
OTB
Quite possibly.. and I don't like to see it from either side.. however, it's been my experience - and keep in mind I used to own an iphone, and loved it - that apples fan are very unpleasant to deal with if you dont' agree with them or you are critical of it. Not just once or twice, but consistently. I'm seeing that same kind of zealotry from some android users and I don't like it there, but it's got a long way to go to match what I've experienced from the other side.
I think it's lack of advertising. Apple has the whole "i" buzz going on.. sort of like lulu lemon for chicks, they don't even need to market. Most people don't even know that there are alternatives to the ipad. Regarding failures.. the new asus is crazy sold out.. they had to stop selling them from high demand. the xoom I think is doing much better than the media would have you believe.. the xoom forums are very busy and it's be released in more and more markets. Regardless it doesn't really matter.. all that matters is the OS itself. I don't think either of those can be a failure. The blackberry, I can't really say. It was never of interest to me just as I have no interest in one of thier phones.
